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If you own an SMMA and you're looking to automate your onboarding process (the right way), then make sure to watch this entire video - where I outline my social media marketing agencies onboarding process; from a-z.
We automate the sending out of onboarding forms, storing the submissions, creating onboarding projects with tasks, notifying ourselves in slack, creating subaccounts in Go High Level, creating new users in GHL, creating client slack groups, etc etc.
In this full, step by step tutorial style walkthrough - you will learn exactly how I automated almost my entire client onboarding process from a-z.
If you have any questions, feel free to drop a comment!
